MGB Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Hold |
635
| – | – | 0.05% | 228 |
|
|
2025
Q1 | $131K | Hold |
635
| – | – | 0.05% | 223 |
|
|
2024
Q4 | $148K | Hold |
635
| – | – | 0.05% | 211 |
|
|
2024
Q3 | $143K | Hold |
635
| – | – | 0.05% | 202 |
|
|
2024
Q2 | $148K | Buy |
635
+250
| +65% | +$58.5K | 0.06% | 202 |
|
|
2024
Q1 | $80.2K | Hold |
385
| – | – | 0.03% | 213 |
|
|
2023
Q4 | $74.1K | Buy |
+385
| New | +$74.1K | 0.04% | 210 |
|